David Koning is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Robert W. Baird since 2002. Outside of his advisory role, he serves on the finance committee of Brookfield Christian School. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and advisory services.

Jeanna Woods is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She has held roles at Robert W. Baird since 2016 and previously worked at MSI Financial Services, Inc. for 10 years. Woods holds the Series 66 designation and operates out of Milwaukee, WI. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services supported by ongoing manager monitoring, internal research, and tools including artificial intelligence.

Brenda Schafer is a Series 66-licensed financial advisor with Ameriprise in Brookfield, WI, and has 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Elizabeth Praeger is a financial advisor with Merrill, holding Series 66 and Series 63 licenses and over 21 years of industry experience. She previously worked at Merrill from 2004 to 2017 and has experience with Michael's, Speedway, and as a self-employed advisor. Outside of her advisory role, she is involved as a consultant and independent contractor with doTERRA and Mary Kay, where she buys and sells products. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individuals and institutions.

Janet Ertl is a financial advisor with Raymond James & Associates in Racine, WI, holding a Series 63 designation and 31 years of industry experience. She has worked at Raymond James since 2018, preceded by roles at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Andreas Mears is affiliated with LPL Enterprise and holds a Series 66 designation. He has experience working at Kurz Industrial Solutions and Zenture Solution, and has been associated with Wisconsin Lutheran College. Andreas has also held a role at Pullmans Restaurant and has been with LPL Enterprise LLC since 2016. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and various institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Amanda Balistreri is a financial advisor at RBC Capital Markets with a Series 66 designation. She has prior experience at Brady Corporation and Trade Press Media Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Joseph Matrise is a financial advisor at OSAIC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, MPC Advisers, and Girard Securities. Matrise is also engaged as an agent for fixed insurance products through Midwest Planning Company LLC. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and a variety of investment options across discretionary and non-discretionary accounts.

Dianna Davis is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Robert W. Baird since 2010. Outside of her advisory role, she owns and operates Davis Jewelry Designs, a jewelry design and sales business. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and comprehensive financial planning.

Mark Kindler is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Robert Baird & Co. since 1993. Outside of his advisory role, he performs as a drummer in a rock band called Crazy Man's Basement. Mark is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group provides customized financial planning and portfolio management services using a variety of strategies and managers, including traditional and non-traditional investments, along with municipal advisory and public finance services.

Charles Jessup is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. He has been with Robert W. Baird since 2018, with prior work experience at Miller's Liquor, Direct Supply, and Gordon Dining and Event Center. He is also currently a student. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

James Bitter is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He has been with Robert W. Baird since 2013 and holds a Series 66 designation. Outside of his advisory role, he is the head coach for the Whitefish Bay High School lacrosse team and owns North Shore Creative LLC. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations through customized financial planning and portfolio management strategies. The group offers a range of investment approaches, including traditional and non-traditional strategies, with services that include discretionary management, separately managed accounts, and tax-management overlays.

Brian Lewis is a financial advisor with Edward Jones in Greenfield, WI, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Grant Uitti is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Christopher Calvelli is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials with 28 years of industry experience. He has been with Robert Baird & Co. since 1999. Calvelli also serves as a co-trustee in a trustee role. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, wrap programs, and custody and brokerage services, supported by ongoing manager selection and internal research including artificial intelligence.

Rochelle Wacker is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Elizabeth Weinkauf is a financial advisor at Robert Baird & Co. with nine years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2015. Outside of her advisory role, she works as a yoga instructor on a part-time basis. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies and overlays tailored to client goals and risk tolerances.

Colton Whitaker is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. Before joining Equitable Advisors in 2022, he held various roles including positions at Miura Boiler and Generac Power Systems. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client risk tolerance and matching clients to advisory models or discretionary managers, with a significant reliance on third-party program sponsors and TAMPs.

Daniel Larson is a Series 66-licensed financial advisor with LPL Financial, based in Racine, WI. He has experience working at Educators Credit Union and the University of Wisconsin Whitewater. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and advisor tools.

Colin Dewey is a financial advisor with Edward Jones in Wauwatosa, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked in governmental roles, including positions with Senator David Craig and Governor Scott Walker, and served in the United States Navy Reserve from 2013 to 2019. Outside of finance, Dewey coaches group fitness classes at CrossFit Rohkeus and Badger CrossFit. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.